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- Apple Introduces MacBooks with "Unibody" Construction
- Seth Gilbert submits: Tuesday, Apple AAPL revealed an evolved slate of thin, light, eco-friendly MacBook notebooks to waiting audiences. Greener, leaner and more powerful than ever, the laptops remain high on style and function but despite prelaunch speculation to the contrary, they’re still mostly premium-priced, premium products. Entry priced...
- External links 2008-10-15
- EA?s Riccitiello Talks DRM, Ads and the Economy
- Seth Gilbert submits: Like many high profile corporate executives, EA’s CEO John Riccitiello has his share of fans and critics. They exist among gamers and stock watchers alike. Some support his stewardship of the gaming company. Other’s can’t stand it. Regardless of perspective, one thing that’s hard to argue about...
- External links 2008-10-16
- Ad Dollars Still Drawn to Google in "Flight to Quality"
- Seth Gilbert submits: In July, results failed to meet high expectations. Now it's October, expectations were low and the results exceeded them. Such is the sometimes awkward reality of predicting the performance of a company that refuses to give much in the way of forward guidance. Thursday, Google GOOG...
- External links 2008-10-20
- Netflix's Q3: Keeping the Impact of Slowing Growth to a Minimum
- Seth Gilbert submits: Two weeks ago, Netflix NFLX provided a window into upcoming earnings with a pre-announcement to reset expectations for the reality of the current economy. Monday, the official results debuted. New subscriber additions, as the company warned, were weak but net income was up thirty percent. Reported...
- External links 2008-10-22
- Apple Earnings Wrapup
- Seth Gilbert submits: “A leader is a dealer in hope” - Napoleon Bonaparte Layoffs. Write-offs. Weak Guidance. Turbulent Times. Uncertainty. Foggy Futures. Cracked crystal balls. Caution. Concern. by Seth Gilbert
- External links 2008-10-24
- Microsoft Earnings Wrap-Up
- Seth Gilbert submits: Google GOOG is being cautious. Apple AAPL is being prudent . Now, another bellwether earnings announcement and more of the same. Thursday, Microsoft MSFT reported decent earnings but cut forward guidance amidst prevalent fears about the economy and uncertainty in how to predict its impact in the...
- External links 2008-10-24
- Keep an Eye on Lions's Gate - Icahn Is
- Seth Gilbert submits: Whale watching isn’t just a pastime in coastal towns. In financial circles, the biggest of the big, the heaviest of the heavy hitters, aka the “whales,” often draw a crowd too. Investors flock to see where the Buffets, the Soros and the Icahns of the world are...
- External links 2008-10-26
- From Search to Sales: Google Settles Book Archive Suit
- Seth Gilbert submits: Throughout 2007, Microsoft MSFT and Google GOOG seemed locked in a race to digitize and index the books of the world. For months the companies seesawed back and forth with news of agreements granting exclusive access to world renowned library collections. Google tied up the...
- External links 2008-10-29
- Activision Working on Popular "Guitar Hero" Spinoff
- Seth Gilbert submits: On February 8th, Activision ATVI now Activision Blizzard trademarked the name “DJ Hero” with the US Patent and Trademark office. The name was reserved for “game software” and “interactive video game programs; computer game discs; downloadable software for use in connection with computer games; video game controllers;...
- External links 2008-10-29
- EA Takes "Army of Two" to Hollywood
- Seth Gilbert submits: Ubisoft CEO Yves Guillemot said in July that he thought “the future of [the gaming] industry depends on [studios'] ability to create brands that captivate audiences and to extend those brands to other forms of entertainment.” He’s not alone in that view. With common visual techniques,...
- External links 2008-10-29
- Sony Earnings Slide on Currency Issues, Decreased Consumer Spending
- Seth Gilbert submits: Sony SNE warned of financial trouble last week. Now it’s official. Hit with the triple whammy of a unexpected currency fluctuation, weakening consumer spending and mounting losses at the music division, the company reported a 72% drop (y/y) in net income for the fiscal second quarter ended...
- External links 2008-10-30
- Nintendo Earnings: Currency Woes Balanced by Strong Gaming Demand
- Seth Gilbert submits: Since the beginning of August, the Japanese Yen has risen almost 35% against the Euro and about ten percent against the dollar. For Japanese businesses that rely heavily on overseas sales, companies like Sony SNE and Canon CAJ, these fluctuations are wreaking havoc on net income...
- External links 2008-10-31
- Netflix and Tivo Finally Connect
- Seth Gilbert submits: In relationships, timing is everything. No matter how appropriate a pairing, both parties need to be ready. The stars need to align. Four years ago, Tivo TIVO and Netflix NFLX ambitiously tried to hook up to deliver an internet video distribution service. Unfortunately, the companies weren’t...
- External links 2008-10-31
- Apple Rumors: Mac Upgrades and iPhone Production Drop
- Seth Gilbert submits: Fresh off recent upgrades to Macbooks last month and with no iTunes chatter to replicate Harmonix’s Beatles’ conquest, the Applevine (aka Apple AAPL rumors and speculation) surprisingly came to life to start this week with a couple new speculative suggestions. On the Mac front: Apple-watching...
- External links 2008-11-04
- Google Faces Opposition from Harvard in Book Search Deal
- Seth Gilbert submits: Last week, Google GOOG announced they’d reached an agreement with publishers and authors to settle a three year old copyright battle over their book scanning practices. Both sides expressed great satisfaction with the result. In public statements, the deal, which still must be approved by the...
- External links 2008-11-05
- What Will Life Without Google Be Like for Yahoo?
- Seth Gilbert submits: In June, in the wake of Microsoft’s MSFT bid for the company, Yahoo’s YHOO management team stepped into the lion’s den and made an alternate deal with Google GOOG. The agreement, which focused on the lucrative search advertising market that Google dominates but both Microsoft...
- External links 2008-11-06
- Ubisoft Takes Massive Off Activision's Hands
- Seth Gilbert submits: When a couple moves in to live together, the old wagon-wheel coffee table or never worn clothes get tossed. Some things just don’t fit together. Others have to go to make room for the new. The same process applies to corporate mergers. Overlapping jobs or assets that...
- External links 2008-11-12
- How Much Did It Cost Lions Gate, Viacom to Start a Cable TV Channel?
- Seth Gilbert submits: How much does it cost to start up a premium cable channel assuming you already have a library of programming to show? Apparently $110m to $150m is a good start. Last April, in a surprise announcement, Lions Gate LGF, Viacom (VIA.B) Paramount and MGM announced ...
- External links 2008-11-12
- EA Sued Twice More over Use of DRM Technology
- Seth Gilbert submits: In early September, EA ERTS began selling the highly anticipated PC game title, Spore, around the globe. The ambition was huge, the hype enormous. Spore was to be a “sure thing” hit. So far, it’s lived up to that expectation. The game is the top seller...
- External links 2008-11-12
- Latest Apple Rumor: DRM-Free Music Headed from Sony BMG to iTunes
- Seth Gilbert submits: In 2006 and 2007, Apple AAPL was one of the torch-bearers in the movement to push record labels to license downloadable copies of their music without digital rights management encryption (DRM). When the fruits of that effort were eventually harvested and the labels decided to go DRM-Free,...
- External links 2008-11-12
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